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Step 4 – Create list folders
Before you can use Data Manager, you must create Shelf Order List,
Search List, and Pull List folders. Once created, you can configure Data
Manager to display the contents of these folders.
Data Manager software uses lists that are stored in these folders
only.
The data lists generated from your circulation system must be placed
in their respective folders.
Note: If location lists are used, they must be placed into the Shelf
Order List folder.
Step 4.1 – Create shelf-order, search-list, and import folders
1 Create folders for your lists:
a Create a folder for shelf-order lists (which
will also hold location lists if used).
b Create a folder for search lists.
c Create a folder for your pull lists.
You may create the folders on a local hard
drive or on a network drive.
The three list folders must be separate
(one list folder cannot be located within
another list folder).
You may name folders anything you like.
Storing lists on a network drive may
degrade (slow) performance.
2 Create an import destination folder.
Data Manager creates a category folder for
each collection category that you create.
These folders are stored in the Import File
Destination folder. (See Step 8.2 – Create
collection categories
on page 24.)
3 Ensure that staff members who will be working
with these folders have read and write access to
them.
Figure 4: Create list folders in a location on your hard
drive that is easily accessible.
Step 4.2 – Move the list files into the correct folders
1 Locate the shelf-order lists, pull lists, search lists and location lists (if used) that you generated earlier.
2 Move list files into the correct folders:
Move the shelf-order files into the shelf-order lists folder. Also,
if location lists are used, move them into this folder.
Move the search list files into the search lists folder.
Move the pull list files into the pull lists folder.
You may add or remove files from the folders at any time.
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